13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
12/01/2026 ECB to stay on hold in early 2026 For now, the ECB is in a 'good place', with services inflation remaining high and activity data improving more than expected.
5/01/2026 Looking ahead after an exceptional 2025 2025 was an exceptional year for markets, with international equities and gold leading.
8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
19/11/2025 Global Outlook 2026 Investment Outlook AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends present risks and opportunities.
19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.